The massive EPS beat and raised guidance suggest strong operational momentum. Monitor upcoming Q2 guidance and Titan XT adoption for sustained upside. The stock is likely to react positively on this earnings surprise.
Price Chart
Executive Summary
Omnicell reported strong Q1 2026 results with total revenue of $310M (+15% YoY), GAAP EPS of $0.25 (vs -$0.15), and non-GAAP EPS of $0.55 (vs $0.26). The company raised full-year 2026 non-GAAP EBITDA and EPS guidance, signaling accelerating profitability and demand for its medication management solutions.
Key Financial Metrics
Key Facts
- Q1 2026 total revenue $310M, up 15% YoY from $270M
- GAAP net income $11M ($0.25/diluted share) vs loss of $7M (-$0.15)
- Non-GAAP net income $25M ($0.55/diluted share) vs $12M ($0.26)
- Operating cash flow $55M, up from $26M YoY
- Raised FY 2026 non-GAAP EBITDA guidance to $153M-$168M (from $145M-$160M)
- Raised FY 2026 non-GAAP EPS guidance to $1.80-$2.00 (from $1.65-$1.85)
- Cash and equivalents $239M, no debt drawn on $350M revolver
Financial Impact
Revenue up 15% YoY to $310M, non-GAAP EPS $0.55 vs consensus $0.13 (implied beat), guidance raised for FY 2026
Risk Factors
- Product bookings declined 4% in FY 2025, indicating potential lumpiness
- Guidance assumes continued demand, but macro headwinds could impact hospital capital spending
- Integration of new products (Titan XT, OmniSphere) may take longer than expected
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000926326-26-000009 |
| Document: omcl-20260428.htm | 0000926326-26-000009 |
| Document: 0000926326-26-000009-index-headers.html | 0000926326-26-000009 |
| Document: 0000926326-26-000009-index.html | 0000926326-26-000009 |
| Document: 0000926326-26-000009.txt | 0000926326-26-000009 |
| 8-K Data (Synthetic) | 0000926326-26-000009 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 9w ago | 8-K | $37.11 $33.41 | ▼ −9.97% | ▼ −13.94% | $33.90 (−8.66%) |
Jul 1, 2026 13w ago | 8-K | $41.93 $41.40 | ▼ −1.26% | ▲ +0.92% | $33.90 (−19.16%) |
Jun 11, 2026 16w ago | Institutional Cluster | $37.83 $44.92 | ▲ +18.74% | ▲ +16.96% | $33.90 (−10.40%) |
May 26, 2026 18w ago | 8-K | $43.12 $39.53 | ▼ −8.33% | ▼ −6.42% | $33.90 (−21.39%) |
Apr 28, 2026 22w ago | 8-K | $45.51 $44.10 | ▼ −3.10% | ▼ −8.57% | $33.90 (−25.52%) |
Feb 2, 2026 34w ago | Court Ruling | $48.70 $40.80 | ▼ −16.22% | ▼ −14.05% | $33.90 (−30.40%) |
Feb 2, 2026 34w ago | Court Ruling | $48.70 $40.80 | ▼ −16.22% | ▼ −14.05% | $33.90 (−30.40%) |
US Market Status
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